Changing the Custodian of an Asset - Define Operational Info

Summary

In this article, you will learn how to change the Custodian (End-User) of an Asset from the Asset Operational Info page.

Body

   Overview   

 

In this article, you will learn how to change the Custodian (End-User) of an Asset from the Asset Operational Info page.

1. Step 1

Financial Management homepage displayed with Classic Home tile highlighted

Click the Classic Home tile.

2. Step 2

Classic Home page displayed with Define Asset Operational Info link highlighted

To navigate to the Define Asset Operational Info page, select:

Main Menu > Asset Management > Asset Transactions > Owned Assets > Define Assets Operational Info

3. Step 3

Define Asset Operational Info page displayed with Business Unit field highlighted

In the Business Unit field enter the appropriate information.

Note: The Business Unit will always be 18000 for Asset Management.

Enter "18000".

4. Step 4

Define Asset Operational Info page displayed with Asset Identification field highlighted

Leave the Asset Identification field blank.

5. Step 5

Define Asset Operational Info page displayed with Tag Number field highlighted

In the Tag Number field enter the appropriate information.

Enter "674390".

6. Step 6

Define Asset Operational Info page displayed with Search button highlighted

Click the Search button.

7. Step 7

Define Asset Operational Info page displayed with Asset Information tab highlighted

The Asset Information tab is displayed.

The Asset information is a summarized view of the basic asset information.

8. Step 8

Define Asset Operational Info page displayed with Employee ID field highlighted

In the Custodian Information section, click on the magnifying glass to the right of the Empl ID .

9. Step 9

Define Asset Operational Info page displayed with Last Name field highlighted

In the Last Name field enter the appropriate information.

Enter "Hadley".

10. Step 10

Define Asset Operational Info page displayed with Look Up button highlighted

Click the Look Up button.

11. Step 11

Define Asset Operational Info page displayed with Employee ID link highlighted

Under the search results select the appropriate Employee ID .

12. Step 12

Define Asset Operational Info page displayed with This Asset is Offsite link highlighted

In the Custodian Information section, the asset is checked as offsite. Note the asset can be offsite or onsite.

13. Step 13

Define Asset Operational Info page displayed with Save button highlighted

Click the Save button.

14. Step 14

Define Asset Operational Information page displayed

The Define Asset Operational Information page saves successfully.

 

Details

Details

Article ID: 148712
Created
Sat 9/24/22 10:52 PM
Modified
Mon 3/30/26 3:36 PM